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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: nsumir81 who wrote (3447)6/6/2002 7:24:12 PM
From: XBrit  Respond to of 95966
 
How the heck can anybody believe INTC management's projection of a stronger 2nd half? As soon as AMD releases its 0.13um Thoroughbred chip (reported maybe 3 months away), INTC and AMD are going to be in one humungous price war, with a large market oversupply of products of very similar performance. INTC will win, but it will drag itself off the battlefield covered in blood.